Independent Portfolio Consultants’s HP HPQ Stock Holding History

Independent Portfolio Consultants’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$15K	Sell	866 -710	-45%	-$13K	0.01%	649
2017 Q1	$28K	Sell	1,576 -1,083	-41%	-$17.5K	0.01%	632
2016 Q4	$39K	Sell	2,659 -394	-13%	-$5.96K	0.01%	576
2016 Q3	$47K	Sell	3,053 -10	-0.3%	-$143	0.01%	552
2016 Q2	$38K	Sell	3,063 -10	-0.3%	-$125	0.01%	581
2016 Q1	$38K	Buy	+3,073	New	+$32.9K	0.01%	609
2015 Q4	–	Sell	-6,403	Closed	-$74K	–	781
2015 Q3	$74K	Sell	6,403 -969	-13%	-$12.6K	0.02%	507
2015 Q2	$100K	Sell	7,372 -1,894	-20%	-$28.1K	0.02%	504
2015 Q1	$131K	Buy	9,266 +1,156	+14%	+$19.1K	0.03%	433
2014 Q4	$148K	Buy	8,110 +1,112	+16%	+$18.6K	0.03%	424
2014 Q3	$113K	Buy	6,998 +1,097	+19%	+$17.8K	0.03%	529
2014 Q2	$90K	Buy	+5,901	New	+$88.7K	0.03%	541

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Portfolio Consultants's HPQ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its HP (HPQ) stake by 45% in Q2 2017, selling an estimated $13K and leaving 866 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #649.

Independent Portfolio Consultants first reported a position in HPQ in Q2 2014 and has held it in 12 quarters since. The position peaked at $148K in Q4 2014. 823 funds tracked by Wall St. Rank hold HPQ as of Q2 2017.

Independent Portfolio Consultants held 866 shares of HP worth $15K as of Q2 2017.
Independent Portfolio Consultants sold 710 HP shares in Q2 2017, an estimated $13K.
HP made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #649 holding.
Independent Portfolio Consultants first reported a position in HP in Q2 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's HP position peaked at $148K in Q4 2014.
823 funds tracked by Wall St. Rank held HP as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.